Accounts and tax compliance in the cloud

Manage accounts and tax preparation, filing and compliance tasks for all your accounting or bookkeeping clients on Xero.

Manage accounts and tax

Use Xero Tax for your Xero business clients.

Prepare tax returns and accounts

Use data from Xero accounts without re-entering it.

Work with Companies House

Prefill annual accounts with data and file them.

File returns online

Send annual accounts and tax returns from Xero Tax.

Manage accounts and tax

Use Xero Tax together with your client’s data in Xero for a seamless end-to-end process.

  • Perform routine bookkeeping
  • Produce accounts
  • Prepare and file tax returns
A list of the practice’s clients showing when their accounts, tax return and payment are due and the current status.

Prepare tax returns and accounts

Share client records between Xero and Xero Tax.

  • Client details and accounts data flow from Xero into Xero Tax
  • Import trial balance amounts from Xero accounts into tax returns
  • Generate email requests for clients to sign electronically
A message displays to a business owner requesting permission for Xero Tax to access the businesses’s Xero data.

Work with Companies House

Collect data from Companies House to help with preparing annual accounts and file accounts to Companies House.

  • Populate company accounts and tax returns
  • Review and update the information that’s retrieved
  • File annual accounts to Companies House from Xero
The company information screen shows tax period dates as well as the company name, registration number and address.

File returns online

File annual accounts and tax returns for small business clients directly from Xero Tax to HMRC.

  • Submit annual accounts and tax returns for micro-entities
  • File abridged accounts and tax returns for small companies
  • Future modules include personal, partnership, trust and estate tax
Xero Tax offers a list of filing options including current or previous filing periods and which final reporting standard to use.

Start using Xero Tax for free

Xero Tax is included in Xero HQ. It’s available to accountants and bookkeepers in practice – at no extra cost – as part of the Xero partner programme.

More about Xero Tax

No special connection is needed. Just enable Xero Tax in Xero HQ and give staff access. Xero Tax uses your existing Xero log-in details.

See how to set up Xero Tax

Xero Tax checks transactions in Xero for common problems. Just click through from Xero Tax to see the transactions that make up an amount in the accounts or tax return. If you make corrections in Xero, regenerate the annual accounts and tax return.

See how to edit generated accounts and reports

Clients electronically review and sign documents you send them. They simply sign online wherever they are, without the hassle of printing, signing by hand, and posting or emailing back to you.

See how to request a signature from a client

Xero Tax automatically tags any chart of accounts with the appropriate iXBRL (Inline eXtensible Business Reporting Language) tags. It uses the iXBRL tagging to format accounts for online company tax returns.